Search Receipts

Locating receipts is easy on the Receipts Search page. Search by various criteria and take actions on individual or multiple records.

Receipt Search View

The Receipt Search View is the main place to view, explore and search receipts.

Tip

Customise the views to efficiently access the data you need. You can customise the columns, sorting and filters on the grid. Learn how to use Views

1. From the Main menu, go to Finances > Receipt Search.
   By default, it displays all receipts issued during the current week.

2. Use the filters available to find the receipt(s) of interest.

   • Quick Search: Enter a student’s first name, last name or student number to locate the receipts by a specific student.

   • Receipt No: Search for a receipt using the Receipt No. When using this filter, all other filters, if any, will be ignored.

   • Reference No: Search for receipts using the Reference No.

   • Payment Provider: Filter receipts by a payment provider.

   • Date Range: Filter receipts based on the selected date option and range.
     The options available are:

     • Receipt Date: Filters receipts issued within the specified date range.

     • Reference Date: Filters receipts with a reference date within the specified date range.

   • If you need more filters, you can use Column Filters and the Advanced Filter.
     See this article for more details: Data Grids.

   • You can customise the grid by adding/removing columns as required. See this article for more details: Data Grids: Customise Data Grids.

3. Click on the Receipt No. field to view the receipt details.

   

Actions on the Receipt Search View

From the Receipt Search View, you can take quick actions on one or multiple receipts using the grid actions. The available actions may vary depending on whether you select a single or multiple records and on your permissions. Some of these actions include, but are not limited to:

• Send an Email (single and bulk)

• Send an SMS (single and bulk)

• Merge a document (single and bulk)